Move to HubSpot
without losing ten years
of history
We migrate your contacts, companies, deals, activity, attachments and the relationships between them. Your reps log in on Monday to a system that already knows their accounts.
Trusted by founders and leaders at 185+ growing companies
K Charles
McIntyre Inc
Reporting Hub
Suntiff
REHQ
Cadre AI
ViB Tech
Good2beSocial
Get Trained AI
Hustle20
Collectiv Academy
Easy Street Offers
Gobel Group
Digital Diabetes
LearnBrands
PureNSM
Uncommon Agency
Euka AI
Alphaline Tiny Homes
BetterFleet
Garner Bio
Sports Plus Team
Joshua Trees Experts
Nueways Studio
All State Game
Digital Momentum
Compound Fitness
One Base Health
Pop Events Co
Bayaan Academy
Hemlane
Farotech
TechForGood
Naked Pools
Rocket SaaS
Crown Workforce Management
Barcliff Group
Hermetic AI
Performativ
Beeontrade
JCI InstituteK CharlesMcIntyre IncReporting HubSuntiffREHQCadre AIViB TechGood2beSocialGet Trained AIHustle20Collectiv AcademyEasy Street OffersGobel GroupDigital DiabetesLearnBrandsPureNSMUncommon AgencyEuka AIAlphaline Tiny HomesBetterFleetGarner BioSports Plus TeamJoshua Trees ExpertsNueways StudioAll State GameDigital MomentumCompound FitnessOne Base HealthPop Events CoBayaan AcademyHemlaneFarotechTechForGoodNaked PoolsRocket SaaSCrown Workforce ManagementBarcliff GroupHermetic AIPerformativBeeontradeJCI InstituteThe reason most teams stay on a CRM they've outgrown.
Nobody wants to be the person who signed off on the migration that lost the data.
Your old CRM has custom fields, workflows and history that nobody fully documented.
Exports come out flat. Contacts lose their companies, deals lose their contacts, notes lose their deals.
Attachments, call recordings and email history usually get abandoned because they're hard.
Reps will not adopt a CRM that doesn't know their accounts, so a partial migration kills the whole project.
The switch isn't the risk. A badly planned switch is.
What we actually move.
We audit your existing CRM first, so you know exactly what's coming over and what isn't before anything happens. Then we map every object and field to its HubSpot equivalent, run a test migration into a sandbox so you can check real records with your own eyes, and only then run the live cutover. Relationships between records are preserved, not just the records themselves, which is where most migrations quietly fail.
Want to know what's movable from your specific setup? Fifteen minutes with a specialist will tell you.
Three scopes, driven by data complexity rather than company size.
Scoped and quoted after we've looked at your source system. Volume matters less than how messy the data is, so we'd rather see it than guess.
Get your scope and quoteNothing goes live until you've seen it work.
Source audit
(WEEK 1)We go through your existing CRM object by object. You get a written inventory of what exists, what's movable, and what needs rebuilding.
Mapping
(WEEK 1 TO 2)Every field mapped to its HubSpot destination in a document you sign off. Anything that has no clean equivalent gets flagged and decided, not guessed.
Cleanup
(WEEK 2 TO 3)Duplicates, dead records and junk fields dealt with before migration rather than carried across. Migrating mess just relocates it.
Test migration
(WEEK 3 TO 4)Full run into a sandbox. You and your team check real records, your own accounts, your own deals, before anything touches production.
Live cutover
(WEEK 4 TO 5)Usually over a weekend. Rollback plan agreed in advance and old system kept read-only, not deleted.
Validation
(CUTOVER WEEK)Record counts reconciled, relationships spot-checked, a written validation report delivered.
Post-migration support
(30 DAYS)Included. Whatever surfaces in the first month of real use gets fixed at no extra cost.
What this looks like when it's done
Good fit, not a fit.
Good fit
Clean Migration, No Data Loss
You've decided to move to HubSpot and want the details to survive the move.
History Matters
Your history matters and you can't lose activity or attachments.
Recovering from a Bad Attempt
A previous migration attempt stalled or went wrong.
Not a fit
Still Deciding
You're still deciding whether to switch, in which case a call is more useful than a proposal.
Spreadsheet-Sized Data
Your data is a hundred contacts in a spreadsheet, so you can import it yourself.
No Time to Test
You need this done this week with no testing period.
The questions we hear most.
Start with one. Most engagements begin with a single workflow or service (an automation, a CRM cleanup, one AI agent) and expand from there as the system proves itself. You never have to buy the whole thing up front.
CONTACT US
LET'S FIGURE OUT
YOUR AI
Our Platform Partners
Every platform we build in has vetted us. None of this is self-declared.
